Purchases and Sales Made in Q2 2024 in First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ CLEAN EDGE SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
498New |
$54.6K - $60.6K
|
498
$59.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
481+ 16.09% |
$52.8K - $58.5K
|
3.47K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
467New |
$51.2K - $56.8K
|
467
$55.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
436+ 8.4% |
$47.8K - $53.1K
|
5.63K
$668K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
412+ 5.15% |
$45.2K - $50.1K
|
8.41K
$999K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
393+ 14.76% |
$43.1K - $47.8K
|
3.06K
$363K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
393+ 4.06% |
$43.1K - $47.8K
|
10.1K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
385+ 15.35% |
$42.2K - $46.9K
|
2.89K
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
360New |
$39.5K - $43.8K
|
360
$42.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
355+ 2.57% |
$39K - $43.2K
|
14.2K
$1.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
344+ 18.77% |
$37.7K - $41.9K
|
2.18K
$258K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
308+ 40.37% |
$33.8K - $37.5K
|
1.07K
$127K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
300+ 750.0% |
$32.9K - $36.5K
|
340
$40.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
281New |
$30.8K - $34.2K
|
281
$33.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
258+ 8.58% |
$28.3K - $31.4K
|
3.26K
$388K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
241+ 3.99% |
$26.4K - $29.3K
|
6.28K
$746K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
233+ 9.22% |
$25.6K - $28.4K
|
2.76K
$328K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
231+ 3.21% |
$25.3K - $28.1K
|
7.43K
$882K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
200+ 5.32% |
$21.9K - $24.3K
|
3.96K
$470K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
185New |
$20.3K - $22.5K
|
185
$22K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
156+ 5.89% |
$17.1K - $19K
|
2.81K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
135+ 3.42% |
$14.8K - $16.4K
|
4.08K
$484K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
130+ 4.2% |
$14.3K - $15.8K
|
3.23K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
129+ 5.83% |
$14.2K - $15.7K
|
2.34K
$278K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
103New |
$11.3K - $12.5K
|
103
$12.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
94New |
$10.3K - $11.4K
|
94
$11.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
88New |
$9.66K - $10.7K
|
88
$10.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
83+ 0.74% |
$9.11K - $10.1K
|
11.3K
$1.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
78New |
$8.56K - $9.49K
|
78
$9.26K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
72New |
$7.9K - $8.76K
|
72
$8.55K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
68New |
$7.46K - $8.27K
|
68
$8.07K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
62New |
$6.8K - $7.54K
|
62
$7.36K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
62+ 1.28% |
$6.8K - $7.54K
|
4.91K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
58New |
$6.36K - $7.06K
|
58
$6.89K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
49+ 245.0% |
$5.38K - $5.96K
|
69
$8.19K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
47+ 0.4% |
$5.16K - $5.72K
|
11.9K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
41+ 5.89% |
$4.5K - $4.99K
|
737
$87.5K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
28+ 1.17% |
$3.07K - $3.41K
|
2.42K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 6.78% |
$2.74K - $3.04K
|
394
$46.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
25New |
$2.74K - $3.04K
|
25
$2.97K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
20+ 0.37% |
$2.19K - $2.43K
|
5.47K
$649K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15+ 0.38% |
$1.65K - $1.83K
|
3.94K
$468K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10+ 34.48% |
$1.1K - $1.22K
|
39
$4.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.16% |
$549 - $608
|
3.16K
$375K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.2% |
$439 - $487
|
2K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$219 - $243
|
2
$237
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.82% |
$110 - $122
|
123
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.52% |
$110 - $122
|
195
$23.2K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-5- 0.06% |
$549 - $608
|
7.96K
$945K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-15- 30.0% |
$1.65K - $1.83K
|
35
$4.16K
|